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For Companies At a Glance
- Tasks: Manage client queries and ensure accurate processing of pension transactions.
- Company: Join a leading financial services firm known for exceptional customer service.
- Benefits: Enjoy flexible working, a non-contributory pension scheme, and an annual bonus up to 10%.
- Why this job: Make a real impact by enhancing client journeys and improving operational processes.
- Qualifications: Previous experience in financial services and strong attention to detail required.
- Other info: This role offers hybrid working after training and a supportive, inclusive workplace.
The predicted salary is between 22800 - 25200 £ per year.
Client Solutions Specialist
Glasgow
£28,500-£29,500 + up to 10% annual bonus
35 hours per week, Monday to Friday (Hybrid after training)
About the Role
We are working with a well know Financial services client who are looking for a Senior Pensions Analyst to join their Client Solutions Technical Team in Glasgow. This is a varied and fast-paced role at the heart of their operations, where exceptional customer service and attention to detail go hand in hand. Youll be managing a range of queries and client instructions, ensuring they are completed accurately and within agreed timeframes – helping advisers achieve the best outcomes for their clients.
This role offers the opportunity to make a real impact, not just by supporting our clients, but by identifying improvements to existing controls and processes. Youll play an important part in safeguarding client money and enhancing the client journey.
Key Responsibilities
- Manage incoming client queries and instructions, including processing money movements, transfers, and pension transactions.
- Support operations across the wider department as required.
- Respond to client queries clearly, professionally, and within agreed timeframes.
- Share knowledge and best practices with colleagues and teams across the business.
- Identify opportunities to improve operational controls and contribute to the design of better processes.
- Work within the companys risk management framework and understand the impact of actions.
- Play an active role in enhancing the client journey and overall service delivery.
About You
You are well-organised, proactive, and focused on delivering quality, thoughtful in your approach, and always one step ahead. You listen closely, ask the right questions, and take pride in resolving issues quickly and effectively. With strong communication skills and a drive to help others, you excel in delivering exceptional service in a busy environment.
Were looking for someone who has:
- Previous experience in financial services
- Experience with pensions or ISAs is essential
- A high level of accuracy and strong attention to detail.
- The ability to manage multiple tasks and adapt to changing priorities.
- Confidence in handling complex or sensitive situations with professionalism and care.
- Clear and effective communication skills – both written and verbal.
- A proactive approach to solving problems and improving how things are done.
- A collaborative mindset and a desire to support team success.
What they Offer
You will be provided with a generous package of benefits designed to support what matters most to our people:
- Non-contributory pension scheme
- Annual bonus of up to 10%
- Enhanced parental leave
- Paid emergency leave
- Health and wellbeing initiatives
- Flexible working options where possible
- A supportive, engaging, and values-driven workplace
Greenbean is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.
- Seniority Level
Entry level
- Industry
- Financial Services
- Employment Type
Full-time
- Job Functions
- Analyst
- Administrative
- Customer Service
- Skills
- Pension Funds
- ISAs
- Attention to Detail
- Service Delivery
- Problem Solving
- High Level Of Accuracy
- Financial Services
- Resolving
Client Solutions Specialist-Complex in Glasgow employer: Greenbean
Contact Detail:
Greenbean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Solutions Specialist-Complex in Glasgow
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly pensions and ISAs. Understanding the nuances of these products will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Practice your communication skills by engaging in mock conversations or role-playing scenarios. This will help you articulate your thoughts clearly and professionally, which is crucial for managing client queries effectively.
✨Tip Number 3
Showcase your problem-solving abilities by preparing examples of how you've improved processes or resolved complex issues in previous roles. This will highlight your proactive approach and ability to enhance the client journey.
✨Tip Number 4
Network with professionals in the financial services sector, especially those who work with pensions. Building connections can provide valuable insights and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Client Solutions Specialist-Complex in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly with pensions or ISAs. Emphasise your attention to detail and any previous roles where you managed client queries or instructions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive approach and problem-solving skills. Mention specific examples of how you've improved processes or delivered exceptional service in past roles.
Highlight Communication Skills: Since the role requires clear and effective communication, ensure you demonstrate this in your application. Use concise language and structure your application well to reflect your ability to communicate professionally.
Showcase Team Collaboration: Mention any experiences where you worked collaboratively within a team. Highlight your desire to support team success and share knowledge, as this aligns with the company's values.
How to prepare for a job interview at Greenbean
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in financial services during the interview. Be prepared to discuss specific roles or projects where you managed client queries or handled pension transactions, as this will demonstrate your relevant expertise.
✨Demonstrate Attention to Detail
Since the role requires a high level of accuracy, be ready to provide examples of how you've ensured precision in your work. Discuss any processes you’ve implemented to minimise errors and how you handle complex situations with care.
✨Communicate Clearly and Professionally
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, both verbally and in writing. You might even want to prepare a few scenarios where you successfully resolved client issues through effective communication.
✨Be Proactive About Problem Solving
The company values a proactive approach to improving processes. Think of instances where you identified inefficiencies and took the initiative to suggest improvements. This will show your potential employer that you are not just reactive but also forward-thinking.
